1. Havea plan, your own plan. Work with a certified advisor. You don't do your own dental work, right?
2. In everything you do, focus on reducing your taxes. Taxes will always be more.
3. Maximize your social security benefits.
4. Consider a hybrid retirement plan.
5. Inflation is the most insidious tax. 6. Secure a tax-free income for life. 7. Have a plan for Long Term Care (LTC). 8. Use your home equity wisely.
9. Have a transition plan for your estate when you are gone.
10. If you have a business, make sure your heirs will get full value when you pass.
We use cookies to enable essential functionality on our website, and analyze website traffic. By clicking Accept you consent to our use of cookies. Read about how we use cookies.
Your Cookie Settings
We use cookies to enable essential functionality on our website, and analyze website traffic. Read about how we use cookies.
Cookie Categories
Essential
These cookies are strictly necessary to provide you with services available through our websites. You cannot refuse these cookies without impacting how our websites function. You can block or delete them by changing your browser settings, as described under the heading "Managing cookies" in the Privacy and Cookies Policy.
Analytics
These cookies collect information that is used in aggregate form to help us understand how our websites are being used or how effective our marketing campaigns are.